May 21, 2024
8:00 AM to 6:00 PM
etc.venues
Topics
Market trends, Fixed Income, Alternatives, ESG, Women in Wealth, Practice Management, M&A and more.
About This Event
Portfolio Summits RIA content is built by and for Independent Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and general trends within investment management.
Sponsorship opportunities are available for Asset Managers and Service Providers.
Financial Thought Leaders
Meet The Speakers
Vib Arya
Chief Operating Officer
Shufro Rose & Co
Andrew Busa
Director of Financial Planning
RWA Wealth Partners
Mallon FitzPatrick, CFP®
Managing Director, and Head of Wealth Planning
Robertson Stephens
Lyle Himebaugh
Co-Founder
Granite Group Advisors
Alvina Lo
Chief Wealth Strategist
Wilmington Trust
Warren Finkel
Managing Director
Omega Systems Consultants
Kevin Mahn
President and Chief Investment Officer
Hennion & Walsh
Tyler Vernon
Director, Partner
Merit Financial Advisors
Stephanie Roth
Chief Economist
Wolfe Research
Mario V. Valente
CFP, Chief Investment Officer
Stansberry Asset Management
Lori Van Dusen
Chief Executive Officer & Founder
LWV Advisors
Ankur Patel
Vice President of Private Wealth Management Investments
Ellevest
Jack Mahoney, CFP
Managing Director, Client Advisor, and Principal
Simon Quick Advisors
Michael Goodman
President
Wealthstream Advisors
Katrina Schmaltz
Managing Director, Portfolio Strategist
Nuveen
Juan Leon
Senior Crypto Research Analyst
Bitwise Investments